Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 5,697 institutions that hold shares in the stock, with a total of 8.8 Billion shares, which have been reported (via 13F filing form) to have a value of $2.07 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
108,869
shares
|
$25.6 Million
6.12% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
108,750
shares
|
$25.5 Million
4.35% of portfolio
|
Q2 2023
Reduced 1.57%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
108,534
shares
|
$25.5 Million
1.0% of portfolio
|
Q3 2024
Added 87.99%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
107,867
shares
|
$25.3 Million
1.9% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Msa Advisors, LLC
Santa Monica, CA |
Nov 13, 2024 Q3 2024 |
107,690
shares
|
$25.3 Million
6.47% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
107,586
shares
|
$25.3 Million
8.76% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
107,155
shares
|
$25.2 Million
2.71% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
106,977
shares
|
$25.1 Million
1.39% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
106,964
shares
|
$25.1 Million
4.59% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
106,947
shares
|
$25.1 Million
3.96% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
106,889
shares
|
$25.1 Million
0.72% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
106,808
shares
|
$25.1 Million
1.51% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
106,714
shares
|
$25.1 Million
3.76% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
106,630
shares
|
$25.1 Million
1.82% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
106,592
shares
|
$25 Million
5.05% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Ithaka Group LLC
Bethesda, MD |
Nov 12, 2024 Q3 2024 |
106,432
shares
|
$25 Million
4.71% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
106,168
shares
|
$24.9 Million
2.08% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Cmh Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
106,162
shares
|
$24.9 Million
5.85% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
106,029
shares
|
$24.9 Million
3.51% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
105,990
shares
|
$24.9 Million
6.66% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
105,749
shares
|
$24.8 Million
9.34% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
105,427
shares
|
$24.8 Million
12.92% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
105,358
shares
|
$24.8 Million
6.53% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
105,269
shares
|
$24.7 Million
3.27% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
105,184
shares
|
$24.7 Million
5.8% of portfolio
|
Q3 2024
Added 1.89%
|